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Commented by Fabian Lorenz on August 15th, 2025 | 07:05 CEST
Up to 100% in a month, and now? D-Wave, Palantir, and Hotstock PanGenomic Health
PanGenomic Health's stock has roughly doubled in the past four weeks. The healthcare hot stock has even outpaced Palantir and D-Wave. Of course, the base is significantly lower. PanGenomic continues to be valued at less than CAD 30 million, which means that the rally could continue with the launch of the app platform in the second half of the year. D-Wave has impressively demonstrated that a stock can increase tenfold within a few months. There is positive news from Asia for the quantum high-flyer. The quarterly figures were mixed, but analysts focused on the stronger-than-expected revenue growth. Palantir is also valued more than generously. Nevertheless, there are price targets above the current level. But caution is advised, as short sellers are also positioning themselves.
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Commented by Armin Schulz on August 15th, 2025 | 07:00 CEST
War and raw material shortages = Your profit: How Rheinmetall, Almonty Industries, and RENK are now cashing in
The global security architecture is collapsing, and with it, the rules of the game in the defense industry are changing. While superpowers like the US are pumping billions into strategic raw materials to break critical import dependencies, resource security is becoming the new currency of military strength. Tungsten, rare earths, and high-performance metals are now decisive factors in technological sovereignty. Those who take advantage of this shift stand to benefit from unprecedented government initiatives. Three companies are positioning themselves decisively in this area: Rheinmetall, Almonty Industries, and RENK.
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Commented by Fabian Lorenz on August 14th, 2025 | 07:15 CEST
BOMBSHELL! RENK, Bayer, Desert Gold! Who has the potential to multiply?
Bombshell at RENK! Order intake is exploding! Revenue and earnings are also already up significantly. After Rheinmetall and Hensoldt posted rather disappointing figures, the defense boom appears to be reaching the tank transmission specialist. The stock is reacting strongly. Meanwhile, the share price of gold explorer Desert Gold has not yet responded to the recent Preliminary Economic Assessment (PEA). This is surprising, as the returns are high - even with the conservative gold price assumptions. In an interview with analysts, the CEO once again explains the opportunities. GBC Research sees potential for multiplication here. At Bayer, investors have recently been focusing more on litigation risks in the US than on upside potential. However, the latest news from the pharmaceutical division is driving the Leverkusen-based company's shares up again. Is the weak phase finally over?
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Commented by Nico Popp on August 14th, 2025 | 07:10 CEST
High flyers are emerging here: NetraMark, Bechtle, Adesso
Sometimes you need an outside opinion. Consulting firms have been cashing in on this for decades. Especially when it comes to new technologies, fresh external input makes sense. McKinsey consultants estimate that the rapid deployment of modern technology alone can lead to productivity gains of 3% - year after year. No wonder, then, that external service providers are in demand in an increasing number of industries and are creating added value. We explain the opportunities these companies can offer investors.
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Commented by Armin Schulz on August 14th, 2025 | 07:05 CEST
How Volkswagen, Power Metallic Mines, and Nordex aim to conquer the trillion-dollar energy transition market
Electrification is driving an unprecedented demand for raw materials. Lithium, cobalt, and rare earths are the new oil - essential for electric vehicles, wind turbines, and our climate-neutral future. But global dependencies and trade conflicts threaten to disrupt supply chains. Those who secure strategic supplies will dominate the transition. Today, we look at three companies that are benefiting from the energy transition – Volkswagen, Power Metallic Mines and Nordex – and analyze their current situation.
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Commented by Stefan Feulner on August 14th, 2025 | 07:00 CEST
Plug Power, Pure Hydrogen, RENK – The order books are filling up
The stock markets are celebrating as if there were no tomorrow. But caution is advised! The ambitious valuations of many companies are likely to result in a sharp correction in the near future. Stock picking is currently the order of the day, because we saw how quickly high prices can evaporate into thin air at the beginning of April when Donald Trump unveiled his tariff measures. But there are still some undiscovered gems out there. In the hydrogen sector in particular, a previously unknown company has made a name for itself with two future-oriented orders.
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Commented by André Will-Laudien on August 13th, 2025 | 07:15 CEST
Attention, Takeovers: Things are heating up! Bayer, Eli Lilly, Vidac Pharma, and Formycon in focus
Volatility is king! Great for speculators, often difficult for long-term investors. Biotech stocks are extremely sensitive to study and approval news, especially in cancer research. Vidac Pharma is developing drugs that are designed to target tumor cells and cause them to die – risky, but with great potential. Despite its restructuring, Bayer is strengthening its oncology pipeline, especially in niche indications. Eli Lilly is benefiting from the boom in modern immunotherapies and, thanks to its strong financial position, can support long development phases. Formycon is considering entering the oncology market to broaden its base. The sector offers opportunities and surprising takeovers, but requires a high tolerance for risk.
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Commented by Fabian Lorenz on August 13th, 2025 | 07:10 CEST
BUY RECOMMENDATIONS and strong figures! Zalando, IONOS, TeamViewer, and naoo
Strong figures for IONOS! The Company is one of the beneficiaries of the planned development of a German and European AI and internet infrastructure. The latest business figures and the upward revision of the forecast were convincing and sent the share price to a new all-time high. Do analysts see even more upside potential? Social media also needs a European alternative. This is exactly what naoo offers. The stock is still flying under the radar of many investors. Analysts see potential for a multiple increase. And what are the established German tech companies Zalando and TeamViewer doing? Zalando's figures were not well received. The price targets are falling. There are positive voices at TeamViewer.
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Commented by Armin Schulz on August 13th, 2025 | 07:05 CEST
200% opportunity NOW: How Novo Nordisk, Dryden Gold, and Puma could boost your portfolio
The stock market in 2025 resembles a chessboard of extremes. While volatility is shaking up markets, extraordinary opportunities are emerging in unexpected corners. Established giants are stumbling, but it is precisely sharp price declines that harbor explosive comeback potential. At the same time, commodity newcomers are catching the attention of investors, driven by a sharp rise in the price of gold. And global consumer brands? Their fundamental strength may surprise despite short-term turbulence. Three very different players perfectly illustrate this momentum: Danish pharmaceutical giant Novo Nordisk, Canadian gold explorer Dryden Gold, and Puma, a German sportswear manufacturer. Their stories could transform your portfolio.
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Commented by Nico Popp on August 13th, 2025 | 07:00 CEST
50% upside potential – And what lies beyond? Almonty, Hensoldt, and MP Materials
This is a week of truth for Ukraine. However, there are many indications that no resolution will be reached by Friday: the global power blocs continue to face off against each other, and security will continue to dominate the international agenda. More and more investors are realizing this and understand that defense is much more than just a passing trend. In line with this shift in perception, several respected research firms have recently published studies on Almonty Industries. As the only significant Western tungsten producer, Almonty plays a crucial strategic role, particularly as the US will ban the use of Chinese tungsten for military purposes starting in 2027. Here, we outline what this means for investors today and why the conditions for Almonty are unique.
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